SERVICES
Corporate Advisory
Evergreen Advisors offers an array of corporate advisory services leveraging a team of experts with diversified professional expertise. These experts provide solutions to a wide range of financial scenarios and complex corporate needs. We will assist you through the various stages of the company lifecycle, ranging from strategic shareholder initiatives to critical operational needs.
Businesses adding new locations, planning expansions, consolidations, or relocations, need streamlined, informed processes that prevent costly mistakes in location decisions while also maximizing return on investments.
- Site Selection & Location Advisory
- Supply Chain Optimization
- Financial Incentive Negotiations
- Incentive Implementation
- Strategic Workforce Solutions
Evergreen Advisors’ Outsourced CFO Practice specializes in managing the accounting and financial reporting needs for emerging and fast-growth companies throughout their life cycle.
- Business & Financial Strategy
- Budgeting, Forecasting & Reporting
- Financial Planning & Analysis
- Capital Raise Support
- Board/Investor Management
Whether it’s a contentious litigation, a shareholder buyout or IRS audit, having a credible valuation expert is critical. Credibility comes from the combination of preparation, expertise, integrity, and consistency.
- Financial Reporting
- Tax Matters
- Fairness Opinions
- ESOP Advisory
- Litigations Support
- Transaction Support &
Business Planning
Recent Transactions
Corporate Advisory
CFO Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
“Before partnering with Evergreen, our processes only allowed us to plan two months ahead, relying on extensive communication that was often challenging to manage. As our growth accelerated, we needed greater visibility to make sound financial decisions. Evergreen worked closely with our team to implement more comprehensive financial and forecasting plans, enabling us to confidently plan up to a year in advance. They also helped us normalize raw data, allowing us to track our financial health more dynamically. Their experience and vast industry network have provided invaluable resources to support our continued growth.”
“Fred Shaw, our Chief Financial Officer as an Evergreen advisor has been absolutely instrumental to our company’s success in navigating the complexities of government financial accounting. He has ensured our compliance and positioned us for exponential growth.”
I highly recommend the services of Mr. James Webb of Evergreen Advisors, LLC. for ESOP audit/evaluations. We have engaged James for many years and find his services to be highly professional.
James is timely, pleasant, and consistent in his ongoing evaluations of the Channellock, Inc ESOP. I can highly recommend James and Evergreen for ESOP needs.
“Working with Evergreen has been a great pleasure. These are the people you want on your side to lean on and trust.”
“Evergreen has helped us improve our accounting processes, workflows, financial reporting, and budgeting process. They were also instrumental in the due diligence for FHA and provided invaluable counsel to us.”
KCI has engaged Evergreen Advisors, LLC for over 35 years. During that time, Evergreen has provided unparalleled ESOP valuation services to our firm. Evergreen’s independent approach/technique to ESOP valuations is only matched by the technical expertise and savvy of Evergreen’s staff. We are completely satisfied with their professionalism and results
I highly recommend Evergreen as the go-to resource for innovative companies looking for accelerated growth and the capital to achieve their goals. Additionally, as the Chair-Co-Founder of the parent company, and the CEO of Bandura, I realized that to expedite fund-raising, we would need a management team that had successfully raised investment rounds and had the ability to rapidly build a sales team. Evergreen coordinated a process for interviewing and selecting a new CEO and they provided an outsourced, experienced CFO to the team. As a female founder and cyber pioneer, I want to add that I felt I respected, heard and consulted every step of the way!
“John Ellis and the Evergreen Advisors team have been a great asset to our company. They’ve been instrumental in helping us improve reporting and coding practices in QuickBooks and creating detailed reports in Excel. Their responsiveness is exceptional—they’re always ready to assist whenever a team member needs support.”
Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company. Highly recommended.
